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  • Hi Jen! I worked for a CPA firm for a long time where among many projects, I built a career path/competency model framework for our non-CPAs/operations team members as a path for career advancement. Included in this, was a path for myself which grew ...

  • Hi Jen, I came to my firm as Director of Operations, a title I had held at my previous company (though that was not in the accounting space) and worked my way to Chief Operating Officer and then Partner (and I still hold the COO title). It is becoming ...

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    Form 3468

    Good morning! We have still been unable to electronically file any returns with a credit related to a solar credit on form 3468. How are other Ultra Tax firms resolving this issue? Thomson Reuters has not been much help at all with getting this resolved. ...

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